Svmuu News: "The White-Haired Stock Guru" Serenity has published a new post reviewing his core long portfolio, which includes $SIVE, $LPK, $SOI, $RPI, $IQE, $ALRIB, $XFAB, and other stocks.with the overall strategy focused on next-generation photonics, semiconductor substrates, power semiconductors, and edge AI computing. Among these, $SIVE is viewed as a core asset addressing a "bottleneck" in photonics, benefiting from the development trends of 1.6T optical modules and CPO, and integrated into the supply chains of multiple hyperscale cloud providers;$LPK (laser glass substrates) is believed to hold a “near-monopoly” position in LIDE processes, with major global manufacturers participating in validation and mass production adoption; $SOI (Soitec) is defined as a stock with structural advantages in the silicon photonics substrate sector. In the edge AI sector, $RPI (Raspberry Pi) is viewed as a potential beneficiary of the shift from education/development boards to AI edge deployment; $IQE, as a key supplier of epitaxial wafers serving multiple photonics and RF manufacturers, is considered to have largely mitigated risks and entered a revaluation phase. $RIBER is described as the “hidden leader” in MBE equipment, benefiting from the expansion of quantum and quantum dot applications and receiving indirect validation through the procurement of quantum-related equipment by the U.S. Department of Energy’s National Laboratory for Quantum Information and Technology (Microsoft);$XFAB focuses on SiC power semiconductors and silicon photonics foundry capabilities; it is expected to benefit from support under the U.S. and European CHIPS Acts and is seen as having potential photonics foundry opportunities under evaluation by NVIDIA. Serenity also notes that $SOI has already completed a partial revaluation but remains a holding; $LPK and $ALRIB are still considered undervalued; $RPI is classified as a watchlist position;$IQE and $XFAB have room for medium- to long-term repricing, while $SIVE is considered to have the highest upside potential, driven by its vertical integration in photonics and its ability to expand the industry chain.